Assets Under Management
$384.2M
Number of Clients
382
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Blue Water Wealth offers financial planning services (comprehensive or one-time) and discretionary investment management through its Coordinated Asset Management Program (CAMP). CAMP focuses on Sustainable, Responsible & Impact (SRI) investing. They may recommend third-party money managers (TPMMs). Services are tailored to individual client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced or eliminated for specific holdings or insurance products. An additional fee of up to 0.25% per annum may be charged for Curated Management.
6600 SW 92nd Avenue, Suite 100, Portland, OR, 97223